Data note
Markets & Macro
Liquidity, rates and prices, read together.
Data, context & practical work
Series
Follow a question over time. Start with a signal; read the evidence behind it.
Data note
Policy & Capital
Policy decisions, funding commitments and the sectors they touch.
Research note
The Research Notebook
Questions, experiments, results and what remains uncertain.
Field guide
Build Notes
Practical lessons from building software and AI systems.
Field guide
Technology & Agency
How technology changes control over data, decisions and work.
Reading guide
The Intelligence Brief
AI developments, sources and the evidence behind the headlines.
Working review
The Quarterly Review
A working view of the quarter, built from dated evidence.
First entry · Oct 15, 2026Q4 2026: a working ledger of rates, capital and researchRead full article →
Practical Q&A
Ask Jacob
Practical questions about AI, engineering and research.
Reading note
Suggested Reading & Perspectives
Books and conversations to explore, credited to their creators.
Field guide
India & the Wider World
Read regional opportunities through local data and perspectives.
First entry · Oct 15, 2026Investment, adoption and opportunity are different measuresRead full article →
Evidence guide
Food, Health & Resilience
Costs, access and the quality of evidence behind a claim.